Ticker Appearances
Signal From Noise
Beyond the Tech Boom: Are Consumer Stocks the Canary in the Tariff Coal Mine?
Even those who study the markets and economy every day can’t keep track of what’s happening with tariffs and when their effects could show up...
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First Word
May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: Stocks are 3% from all-time highs, yet this is one of...
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Daily Technical Strategy
Super SMID & Top Stock Technicals
SHORT-TERM TRENDS ARE BULLISH AS SPX AND QQQ HAVE FINALLY BROKEN OUT OF THEIR RESPECTIVE TRIANGLE CONSOLIDATION PATTERNS, WHICH HAD BEEN ESTABLISHED ROUGHLY THREE MONTHS...
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First Word
February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: We discuss our macro views 6 weeks into 2025 including the...
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Live Technical Stock Analysis
LIVE Technical Stock Analysis - February 2025
Mark will be conducting a live Webinar session for the most popular stocks requested by our subscribers. Mark will give his quick take (45 sec-1-minute...
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First Word
Three empirical reasons small-caps set to outperform in 2024 by as much as 50%. R2K EPS growth +690bp faster but trades at a 41% P/E discount. Feb Core PCE (Fri) likely below consensus = good
Recently, I was a panelist at an investment conference (thank you, Stephanie Link, for inviting me) and a snarky panelist, a hedge fund manager, started...
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First to Market
Real Pain for Real Estate (Brokers)
A daily market update from FS Insight — what you need to know ahead of opening bell "Some form of suffering is always inevitable. The...
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First to Market
More or Less with High-Tech
A daily market update from FS Insight — what you need to know ahead of opening bell "Compensation isn’t how you motivate someone to do...
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Daily Technical Strategy
Small-caps still facing difficulties, despite SMCI performance
TUESDAY’S SPX DECLINE DOESN’T CAUSE ANY TECHNICAL DETERIORATION IN THE NEAR-TERM UPTREND AS TECHNOLOGY LARGELY WAS RESPONSIBLE FOR THE EARLY DECLINE WHICH GREW A BIT...
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First Word
GRANNY SHOTS: Jan 2024 rebalance +10 adds. NEW SMID Granny Shots +46 stocks. January Super and Sleeper Grannies. WEBINAR WED!!!
Today, 1/17, at 2pm ET we update our Granny Shots. If you have not yet registered, sign up with the webinar block below. ________________________________________________ _VIDEO:_...
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Signal From Noise
Beyond the Tech Boom: Are Consumer Stocks the Canary in the Tariff Coal Mine?
Even those who study the markets and economy every day can’t keep track of what’s happening with tariffs and when their effects could show up...
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First Word
May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: Stocks are 3% from all-time highs, yet this is one of...
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Daily Technical Strategy
Super SMID & Top Stock Technicals
SHORT-TERM TRENDS ARE BULLISH AS SPX AND QQQ HAVE FINALLY BROKEN OUT OF THEIR RESPECTIVE TRIANGLE CONSOLIDATION PATTERNS, WHICH HAD BEEN ESTABLISHED ROUGHLY THREE MONTHS...
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First Word
February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: We discuss our macro views 6 weeks into 2025 including the...
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Live Technical Stock Analysis
LIVE Technical Stock Analysis - February 2025
Mark will be conducting a live Webinar session for the most popular stocks requested by our subscribers. Mark will give his quick take (45 sec-1-minute...
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First Word
Three empirical reasons small-caps set to outperform in 2024 by as much as 50%. R2K EPS growth +690bp faster but trades at a 41% P/E discount. Feb Core PCE (Fri) likely below consensus = good
Recently, I was a panelist at an investment conference (thank you, Stephanie Link, for inviting me) and a snarky panelist, a hedge fund manager, started...
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First to Market
Real Pain for Real Estate (Brokers)
A daily market update from FS Insight — what you need to know ahead of opening bell "Some form of suffering is always inevitable. The...
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First to Market
More or Less with High-Tech
A daily market update from FS Insight — what you need to know ahead of opening bell "Compensation isn’t how you motivate someone to do...
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Daily Technical Strategy
Small-caps still facing difficulties, despite SMCI performance
TUESDAY’S SPX DECLINE DOESN’T CAUSE ANY TECHNICAL DETERIORATION IN THE NEAR-TERM UPTREND AS TECHNOLOGY LARGELY WAS RESPONSIBLE FOR THE EARLY DECLINE WHICH GREW A BIT...
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First Word
GRANNY SHOTS: Jan 2024 rebalance +10 adds. NEW SMID Granny Shots +46 stocks. January Super and Sleeper Grannies. WEBINAR WED!!!
Today, 1/17, at 2pm ET we update our Granny Shots. If you have not yet registered, sign up with the webinar block below. ________________________________________________ _VIDEO:_...
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First Word
May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: Stocks are 3% from all-time highs, yet this is one of...
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Daily Technical Strategy
Super SMID & Top Stock Technicals
SHORT-TERM TRENDS ARE BULLISH AS SPX AND QQQ HAVE FINALLY BROKEN OUT OF THEIR RESPECTIVE TRIANGLE CONSOLIDATION PATTERNS, WHICH HAD BEEN ESTABLISHED ROUGHLY THREE MONTHS...
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First Word
February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: We discuss our macro views 6 weeks into 2025 including the...
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Live Technical Stock Analysis
LIVE Technical Stock Analysis - February 2025
Mark will be conducting a live Webinar session for the most popular stocks requested by our subscribers. Mark will give his quick take (45 sec-1-minute...
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First Word
Three empirical reasons small-caps set to outperform in 2024 by as much as 50%. R2K EPS growth +690bp faster but trades at a 41% P/E discount. Feb Core PCE (Fri) likely below consensus = good
Recently, I was a panelist at an investment conference (thank you, Stephanie Link, for inviting me) and a snarky panelist, a hedge fund manager, started...
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You currently can unlock 2 Macro reports this month.
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